TLDR Founders · MISCELLANEOUS

LOVABLE MAKES $75M IN 7 MONTHS—BUT IS IT NAILING PRICING?

getlago.substack.com6 min read

Summary from the TLDR Founders newsletter

Lovable hit $75M ARR in 7 months by letting anyone type English and get working apps. This unlocked a wave of non-technical founders building SaaS businesses, just like Shopify did for e-commerce. However, here's where it gets messy - it charges for AI credits that get consumed mostly upfront during building, then usage drops off. Worse, successful MVPs often graduate to "real" code and churn. Lovable is trying to be Shopify for SaaS while pricing like a construction tool.